Becoming a client

The relationships we build with our clients are truly what sets our firm apart. For that reason, we believe it’s important to ensure up front that our management style and philosophy will enable us to meet the expectations of those we serve. I recommend that you and your spouse meet our team in person to discuss your goals and preferences.

We adhere to a formal process when interviewing new clients, and the first meeting—which typically begins by documenting your goals and dreams—usually takes about an hour. During that session, we review our service levels (Silver, Gold, and Platinum) and related fee structure to determine which will best suit your particular situation.

Following our initial interview, my team and I will prepare a proposed investment plan that reflects your needs and our approach; we’ll then meet again in person to present and discuss our recommendations. Once we have obtained your approval, we will proceed with plan implementation, which includes establishing investment accounts in your name.